Creative Planning
MTW icon

Creative Planning’s Manitowoc MTW Stock Holding History

Creative Planning’s Portfolio MTW Stock Details MTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-3,312
Closed -$5K – 2303
2015
Q1 		$5K Hold
3,312
– – ﹤0.01% 3544
2014
Q4 		$8K Buy
+3,312
New +$60.1K ﹤0.01% 3238

Other funds holding MTW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
IH
IES Holdings Houston, Texas $214M AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Creative Planning's MTW Position: Q1 2026 in Review

Creative Planning increased its Manitowoc (MTW) stake by 30% in Q1 2026, buying an estimated $75.2K and bringing the position to 24,498 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #3466.

Creative Planning first reported a position in MTW in Q2 2013 and has held it in 19 quarters since. The position peaked at $316K in Q2 2014. 171 funds tracked by Wall St. Rank hold MTW as of Q1 2026.

  • Creative Planning held 24,498 shares of Manitowoc worth $285K as of Q1 2026.
  • Creative Planning bought 5,608 Manitowoc shares in Q1 2026, an estimated $75.2K.
  • Manitowoc made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3466 holding.
  • Creative Planning first reported a position in Manitowoc in Q2 2013 and has held it in 19 quarters since.
  • Creative Planning's Manitowoc position peaked at $316K in Q2 2014.
  • 171 funds tracked by Wall St. Rank held Manitowoc as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.